Investment Analyst

Description

Department: PMC Research Role : Investment Analyst - Fixed Income About Envestnet
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact. Job Summary Investment analysts perform comprehensive research and due diligence on a broad spectrum of asset classes and investment vehicle types by; Conducting in-depth qualitative research and due diligence on Mutual Funds and Separately Managed Accounts within the relevant asset classes. Assimilating the inputs gathered during the course of research and using it to formulate independent investment thesis. Providing insights to decision makers on individual portfolios and underlying trends that affect various sections of the capital markets. The incumbent should be able to; Undertake rigorous research, assimilate data from multiple sources, and write quality research reports.  Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers.  Work and communicate effectively in a multi-cultural team, engage in idea-sharing / constructive debates to express investment conviction.  Keep track of the developments in various asset classes/markets/economy and hold discussions with various stakeholders within the firm.  Performing attribution and style analysis, conducting competitive research, and analyzing portfolios.  Work with multiple stakeholders, both on business and technology side and ability to work in ad-hoc projects (technology or/and business driven). Be a key team player by actively participating in investment committee debates and discussions, and communicating views on economy/asset classes/ portfolios under one’s coverage.  Educational qualification: 
Required  MBA finance or equivalent Post Graduation specialized in Finance. Added Advantage CFA/CAIA program candidates with any of the levels cleared.  Academic projects done in the field of mutual funds/equity research/ credit research (pertaining to bond markets) / portfolio management etc. Ability to undertake data analytics using MS Excel, previous experience in working on databases like Morningstar Direct. Experience: Investment Analyst: 1-3 years of Investment Research experience in fixed income markets at fund research or asset class level.  Should have excellent communication skills, both verbal and written, to actively engage with US fund managers and internal stakeholders during research meetings. Should have a flair for writing. Previous academic experience in writing research and investment reports would be desirable.

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